Protect Your Assets

Latest Episodes:

Estate Planning in Retirement Jul 12, 2021

Show notes

Do you have an estate plan that has the right documentation and is up to date? Without one your estate will be resolved in probate. This is a painful and expensive process that can be a nightmare for your family. Is a trust the right thing for your situation? Find out 5 estate planning myths that you should be aware of in this week’s episode of Protect Your Assets.

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Market Gains Continue Jul 12, 2021

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The markets managed to squeak out some gains this week. The ten year treasury finished slightly lower than last week. What is coming next? Find out what you need to know in this week’s market recap.

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Financial Freedom In Retirement Jul 06, 2021

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As we celebrate the Fourth of July, we should all consider your freedom to retire when, and how you want to. Are you confident that your money will last to live the lifestyle you worked so hard towards? Find out how to create your financial freedom in this week’s episode of Protect Your Assets.

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Another Good Week In The Markets Jul 06, 2021

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It was another good week for the markets as all indexes finished in the green. The price of oil continues but should you be looking at value? Find out what you should be paying attention to in this week’s market recap

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Annuities in Retirement Jun 28, 2021

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Annuities are one of the more controversial financial products out there. There are many dissenting opinions about annuities which can create confusion. How do you find out the truth? Find out five ways annuities may be beneficial to your retirement in this week’s episode of Protect Your Assets.

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Market Bounces Back Jun 28, 2021

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The market had a strong week compared to the previous week. All indexes finished in the green, and the price of oil keeps going up. What other factors continue to drive this market forward? How does the current state of the market affect bonds? Find out what you need to know in this week’s market recap.

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How To Invest When the Fed Changes Policy Jun 21, 2021

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The Fed recently released a new proposal to raise interest rates. What does this mean for you and your retirement? How should you be investing as things begin to change? Find out in this week’s episode of Protect Your Assets.

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Threat of Rising Interest Rates Shake Up Market Jun 21, 2021

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The dow finished over three percent in the red as the market reacted to the Fed’s newly proposed interest rate increase. What else should you be looking for? Find out in this week’s market recap

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Moving to a Different State After Retirement Jun 07, 2021

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Are you thinking of moving to a different state to save on taxes? You might be considering selling your home and taking advantage of all the equity, but which states should you consider? If you move without knowing all the taxes in that state, you may be taking a pay cut. Find out the states with the lowest tax rates compared to the highest in this week’s episode of Protect Your Assets.

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The Market's Outlook Still Strong Jun 07, 2021

Show notes

The market had a decent week, as all major indexes finished in the green. The weekly jobs report continues to show improvement as we continue to recover from the pandemic. What other factors should you be paying attention to that could impact the market? Find out all the information you need to know in this week’s market recap.

See omnystudio.com/listener for privacy information.